Manager, SMB Onboarding
Pearl
About Pearl is shaping the future of dentistry with a suite of AI solutions that raise the standard of care for patients worldwide. Since 2019, we’ve built FDA‑cleared computer vision for 2D and 3D dental imagery, used by clinicians, practice owners, labs, and insurers to improve the efficiency, accuracy, and consistency of dental care globally. Our product suite spans Second Opinion, Practice Intelligence, Pearl Insurance, and Scribe, and we serve everyone from independent practices to the largest DSOs in the world. The Role Pearl AI is seeking a data‑driven, accountability‑focused Manager, SMB Onboarding to lead our implementation team through our next phase of growth. In this role, you will transition the team into a high‑performance unit by owning the strategic outcomes of the onboarding lifecycle. You will drive success through operational accountability, rigorous metric oversight, and process optimization. Your core mandates will be to improve overall onboarding outcomes, drastically reduce time‑to‑value (onboarding times), and own/minimize the reversal metric from onboarding. You will manage a team of Onboarding Specialists and work in lockstep with the Manager of Customer Success and the Manager of CS Operations as your core partners in strategy, collaborating closely to align onboarding goals with broader customer retention initiatives and operational scale. On a daily operational level, you will partner with our Onboarding Team Lead , who serves as the team's primary subject matter expert and technical resource. While the Team Lead continues to guide daily technical execution and peer mentoring, you will own the people management, strategic direction, operational bottlenecks, and ultimate performance of the department. Key Responsibilities Operational Leadership & Accountability Drive Outcomes: Manage and develop a team of Onboarding Specialists, establishing a culture of high performance, clear accountability, and continuous improvement. People Management: Conduct performance reviews, manage career development tracking, handle resource capacity planning, and own the hiring and scaling strategy for the team. Strategic Partnership: Partner closely with the Onboarding Team Lead to leverage their deep product expertise, aligning their technical guidance with your operational and behavioral goals for the team. Metric & Process Ownership Velocity & Efficiency: Analyze, optimize, and streamline the onboarding journey to significantly reduce implementation times and accelerate customer time‑to‑value. Retention & Quality Assurance: Define and own the reversal metric from onboarding, identifying root causes for early churn or stalled implementations, and implementing preventive strategies. KPI Management: Establish, track, and report on key performance indicators (KPIs) including throughput, customer health scores during onboarding, time‑to‑live, and team capacity. Cross‑Functional Collaboration: Act as the strategic bridge between Onboarding and Product, Engineering, Sales, and Support to remove institutional blockers and advocate for tools that automate or simplify the deployment process. Qualifications Experience: 4+ years of experience in customer onboarding, implementation, or technical project management within a SaaS or healthcare technology environment. Leadership: 2+ years of direct people management experience, with a proven track record of managing teams to hit strict performance metrics and SLAs. Data‑Driven Mindset: Strong analytical skills with experience building dashboards and leveraging data to isolate process bottlenecks and predict customer reversals. Change Management: Demonstrated success in refining messy or legacy processes, enforcing system compliance, and driving accountability across a remote team. Tools: High proficiency with CRM and implementation tracking software (e.g., HubSpot, Salesforce, Gainsight, Zendesk, Jira). Communication: Exceptional leadership and communication skills, with the ability to balance strict accountability with empathetic coaching. While this role is remote‑first, team members located in the Lehi area are asked to join us in the office once per week. What we offer Competitive benefit and compensation offerings Ongoing training and development opportunities Unaccrued, flexible PTO Remote work #J-18808-Ljbffr Pearl
$100k - $125k
Metaview Global Limited seeks an Engagement Manager to transform SMB hiring workflows with AI. You will drive customer adoption, retention, and... ...impact using data-driven insights. This role involves onboarding, supporting users, and enhancing product adoption through...SuggestedRemote work$150k - $175k
...the role…As Director of Client Strategy, SMB at ShopMy, you will build and lead a... ...Success looks less like classic account management and more like systems design - driving best... ...campaigns, in-product education, and scaled onboarding that drive adoption and retention...SuggestedWork experience placementWork at officeImmediate startRemote workFlexible hours- ...computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.Take onboarding, for example. With Rippling, you can hire a... ...revenue growth. Account managers in our SMB segment own revenue retention and growth of...SuggestedContract workWork at officeRemote work3 days per week
- ...solutions - to help sellers sell online, manage inventory, offer buy now, pay later functionality... ...from first conversation to close — with SMB merchants across a variety of industries.... ...impact.Collaborate across teams (Onboarding, Product, Marketing, and Support) to ensure...SuggestedLocal areaRemote workWorldwideFlexible hours
$150k - $175k
...The Role… As Director of Client Strategy, SMB at ShopMy, you will build and lead a... ...Success looks less like classic account management and more like systems design - driving best... ..., in-product education, and scaled onboarding that drive adoption and retention without...SuggestedWork experience placementWork at officeImmediate startRemote workFlexible hours- ShopMy seeks a Director of Client Strategy, SMB to architect a new one-to-many service pod serving 150-200+ brands with webinars,... ...Product, Marketing and Support to deliver scalable education, onboarding, and customer experiences, embedding AI workflows and shaping the...Remote work
$75k - $85k
...performance-driven advertising company! As a Publisher Sales Manager, SMB on the Publisher Sales SMB team in our New York City Office,... ...Manager will be responsible for the entire sales process to onboard a large volume of ComScore 500 to 2000 level publishers in order...Work experience placementWork at officeFlexible hours$70.5k
...Account Executive, SMB San Francisco, CA • New York, NY Figma is growing our team... ...You'll Do At Figma: Create and manage a pipeline of SMB accounts from inbound and... ...you will be required to attend in person onboarding. By applying for this job, the candidate...Minimum wageFull timeInternshipLocal areaFlexible hours2 days per week$150k
...Account Executive, SMB New York City, New York The Company You'll Join Carta... ...legal infrastructure that founders use to manage equity, fund managers use to run administration... ...utilizing AI to accelerate your own onboarding, run scenario simulations, unpack call...Hourly payFull timeContract work$25k
...billing, CRM, and payments Build and manage pipeline in HubSpot Partner with SDRs,... ...events The Numbers Priority segments: SMB haulers (5100 trucks) and Mid-Market... ...Complete product, persona, and industry onboarding Shadow top-performing reps and run first...Remote workFlexible hours$130k - $150k
...Technology team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff... ...resourcing. Develop effective communication plans including management reporting, tracking, and senior management presentations...Full timeWork at officeLocal areaWorldwideShift work- ...Associate Account Director, Tier 3 to focus on customer engagement and renewal health across a large SMB portfolio. You will partner with a Customer Success Specialist on onboarding, product adoption, usage, and renewals, while targeting GRR and NRR improvements. You’ll...
$90k
...Connecteam is the leading platform for managing deskless teams, trusted by over 80,000 businesses... ...greater efficiency. About The Role The Onboarding Manager guides new customers who come... ..., customer facing SaaS role with SMB & Mid Market client sizes. Strong project...WorldwideShift workDay shift- ...to join our Customer Growth (Upsell) Sales team. You’ll manage a book of existing SMB POS customers with a goal of expanding product adoption and... ...partner with cross-functional teams to ensure successful onboarding and value delivery. #J-18808-Ljbffr United States...Remote jobCasual work
- Benepass is seeking two Senior Customer Success Managers to oversee SMB and mid-market client portfolios. You will own the customer lifecycle from onboarding to ongoing success planning, drive platform adoption, and identify growth opportunities in collaboration with sales...
$103k - $183.92k
Job Requisition ID #26WD99814Position OverviewThe Senior Manager, Creator & Influencer Marketing will build and scale Flow Studio's creator... ..., gaming, VFX, design, and digital artsRecruit, negotiate, onboard, and manage creator partnershipsBuild long-term ambassador...Full timeFor contractors- ...cloud journey. The primary objective is to demonstrate to LATAM SMB customers how Atlassian products can effectively support their objectives... ...approach and innovative thinking. They are adept at efficiently managing resources to meet the requirements of our top 30,000 SMB...Work at officeRemote work
$150k - $190k
...transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From... ...marketing technologies as we progress. As an Account Executive, SMB, you will be responsible for driving the sales process with...Contract workWork at officeWorldwideHome officeFlexible hours$102k - $139k
...of design and collaboration, join us!Figma is looking for a Manager, SMB Sales to join a team that spans creative, engineering, marketing... ..., if hired you will be required to attend in person onboarding.By applying for this job, the candidate acknowledges and agrees...Minimum wageFull timeLocal areaRemote workFlexible hours$90k - $110k
Thank you for considering Progyny!Progyny is looking for a motivated Senior Client Onboarding Manager to lead internal and external stakeholders throughout our benefit implementation process.The Senior Client Onboarding Manager will be responsible for driving smooth client...Hourly payFull timeSummer workWork at officeFlexible hours3 days per week- ...Fintech Solutions is seeking a strategic, results-driven Director, Client Delivery to lead end-to-end client onboarding for broker dealers, fintechs, and wealth management clients. You will drive onboarding strategy, manage a dedicated team, and own the client transition to...
$75k - $100k
...Customer Onboarding Manager New York, New York, United States Smartly.io is seeking an enthusiastic and detail-oriented Customer Onboarding Manager to join our dynamic Onboarding team. As a Customer Onboarding Manager, you will play a crucial role in assisting our...Worldwide$35.58 - $43.27 per hour
...Customer Onboarding Manager New York, New York Apply Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup...Hourly payCasual workWork at officeLocal area$65k - $75k
Intermediate Client Onboarding Manager - Mid-Market Retirement Apply locations Work From Home, USA time type Full time posted on Posted 22 Days Ago job requisition id R20057500 Job Family Transactions / Client Processing Job Description Summary Oversee the onboarding of...Full timeContract workWork at officeRemote workWork from home- A leading talent management firm in the United States is looking for a candidate to manage large-scale onboarding and strengthen relationships with enterprise clients. You will primarily focus on supporting AI training and data operations, ensuring smooth operations for...Remote job
- ...Contract | Global Technology Environment We’re supporting a Global Technology Business with the appointment of an Onboarding Project Manager to help deliver a consistent, structured, and high-quality onboarding experience across a growing solutions-focused team....Contract workImmediate startRemote work
- Citi's Head of Account Opening & Client Service Operations leads end-to-end global functions across Client Onboarding and CSO, partnering with Wealth Business leadership to deliver consistent, compliant, high‑quality client outcomes. The role drives transformation, standardizes...
- ...company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up...Work at office3 days per week
- ...suite executives while delivering exceptional onboarding experiences that set our clients up for success. In this role, you will Manage an onboarding book of business of accounts... ..., ideally at a tech company working with SMB to mid-market customers You're curious...Work at officeWorldwideHome officeFlexible hours3 days per week
- ...getting started. Role Overview As one of Harvey's founding SMB Account Executives, you'll play a pivotal role in driving growth... ...named account list to maintain a high velocity sales motion. Manage the new business lifecycle from prospecting to qualifying,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, SMB Onboarding. Be the first to apply!
- pet manager New York, NY
- seasonal manager New York, NY
- pharma manager New York, NY
- senior manager legal New York, NY
- caregiver manager New York, NY
- childcare manager New York, NY
- heavy equipment manager New York, NY
- analysis manager New York, NY
- range manager New York, NY
- infection control manager New York, NY

